What We Do
Without a doubt, experience is a vital component of wealth management. But at Moors & Cabot, we think experience tempered with wisdom is even more valuable. To us, wisdom is the result of making good decisions—something Moors & Cabot has done consistently for nearly one and a quarter centuries.
Our focus has always been on doing what’s best for our clients. Our business model demands it.
At Moors & Cabot, we work with select individuals, families, businesses and institutions to build, manage, protect and transition wealth.
We define wealth by four major cornerstones:
- Investments (Assets)
- Credit/Debt (Liabilities)
- Risk & Protection (Insurance)
- Transition Planning
We approach wealth management with a holistic process of:
- Monitoring and
- Finally adjusting the plan when needed
We are unique in our history, our ownership and management structure.
Learn more about how we approach: